MAI Capital Management acquires LWS Wealth Advisors
Transactions - MARCH 4, 2024

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MAI Capital Management acquires LWS Wealth Advisors

by Andrea Zander

MAI Capital Management, a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals and families, has acquired LWS Wealth Advisors.

Terms of the transaction were not disclosed.

Headquartered in Basking Ridge, N.J., LWS serves high-net-worth and ultra-high-net-worth clients and families nationwide. The firm offers comprehensive financial planning, asset management, and family office services designed to simplify its clients' evolving and complex needs. The firm had $562 million in client assets under management at the time of the acquisition.

LWS joined MAI effective March 1, 2024, as MAI’s 36th acquisition since 2018 and its fourth of 2024. This acquisition adds to MAI’s growing presence nationally and specifically in the northeastern United States.

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